The Best One Yet
✈️ “Living Inheritence” — Multigenerational vacations. The Oscars’ YouTubification. Santa Claus’ $11T biz. +Connecticut’s Hallmark boom.
18 Dec 2025
Chapter 1: What is the main topic discussed in this episode?
This is Nick. This is Jack. It is Thursday, the new Friday, December 18th, and today's pod is the best one yet. Out of all the pods, this is the best one yet. The top three pop business news stories you need to know today. But Jack, since it's officially circle back season, why don't you whip up the calendar for us over there? Let the Yetis know what we're up to.
Well, this is our last regular show. Yes.
Tomorrow, we're publishing the full interview with the founders of the Savannah Bananas.
And then on Monday, we're publishing our annual year in review 2025 episode.
Monday after that, a surprise surprise, because Nick and I were on TV, and we're putting that interview right here for you.
Do you want to share the channel? Do you want to share the channel? CNN. And then the first Monday in January, we've got our famous predictions pod, our three business wishes for the new year.
And we're also picking our two stocks of the year, or as Nick calls them, our stock market resolutions.
So we'll circle back on all that in 2026. But in the meantime, Jack, we got three fantastic stories for today's Tea Boy. What do we got on the pod? for our first story. And the Oscar goes to YouTube. YouTube! YouTube has taken the TV rights for the Oscars because the biggest battle in business right now is your living room TV.
For our second story, boomers are spending your inheritance on your vacation. The wildest vacation trend of the year is multi-generational travel. Grandparents, parents, and kids, they're all on one big trip. And our third and final story, it's an annual T-Boy tradition. We're breaking down the business of Santa Claus. Just get this, Claus Industries is actually an $11 trillion company.
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Chapter 2: Why did YouTube win the rights to the Oscars?
Two thumbs up. Jack, let's hear the three stories. 15 years before this song, two boys from the Northeast met in a dorm. They had an idea to cause a cultural storm. It's the best one yet, but the best is the norm. Jack Nick, that's it. I don't even think they need to practice. 50%, that's a fat tip. T-Boy City on your at list. If you know, you know, cause we ready to go.
Chapter 3: What is the trend of multi-generational vacations?
We can't wait no more, so just start the show.
For our first story, everything is becoming TV. Netflix, YouTube, Instagram, Barstool Sports, podcasts, they all announced TV deals just this week. Cable is dying. iPhones are more alive than ever. But the living room TV is more powerful than them all. Oh, yetis. What two-letter abbreviation is buzzier these days? What do you think, Jack? Is it AI or is it TV?
Chapter 4: How are grandparents influencing travel spending?
Might be TV. It might be TV. Because here's the news.
Instagram is launching a Reels app for televisions. TikTok-style vertical videos on the big horizontal screen.
Chapter 5: What is the business model behind Claus Industries?
You can watch Jack's 42-step Get Ready With Me on a TV these days instead of your phone. Now, the Instagram TV app is only available on Amazon Fire TV right now, but soon it will come to Apple TV, Roku, and all the other smart TVs. And since it's Marky Mark Zuckerberg behind this, we know Zuck's playbook. He's going to order the team to copy and paste YouTube's TV app.
Basically, he's going to Zuck YouTube.
Chapter 6: How much revenue could Claus Industries potentially generate?
Speaking of YouTube, Jack, our buddies over at YouTube just got the TV rights to the Oscars starting in 2029. After 50 years of being on ABC, the Academy Awards will be free to watch on YouTube for the whole world in just a couple years. And the Oscar goes to, well, it goes to YouTube, actually, in this case. But, Nick, that's not it with TV headlines.
Pinterest acquired a TV tech company this week, and LG signed a deal with Microsoft to bring AI to your television.
Besties add it all up, and despite the slow death of cable, TV is getting more action than that scene in Heated Rivalry.
Than every scene in Heated Rivalry.
iPhones get all the attention, but the most valuable real estate in business right now is your living room TV. But an even bigger TV shift is happening, and it's close to home. Yeah. Because it's happening in podcasts. Get this. Barstool Sports and iHeartMedia are joining Netflix forever. for TV.
Now, you might not realize this yeties, but YouTube is both the number one podcast platform in the country and the number one TV platform. Get this, 12% of all time spent on America's televisions is spent watching YouTube videos. And 33% of podcast listeners say that YouTube is their preferred platform. In fact, we just hired a guy to help us win on YouTube.
We just hired a dude who just does YouTube. So add it all up, YouTube is number one in television, number one in podcasts. You know who hates that? Who hates it, Jack? Netflix. That's right, which is why Netflix just got three top barstool podcasts to close their YouTubes and bring their videos exclusively to Netflix next year.
You can still listen to the audio of these barstool shows anywhere, but video you can only watch on Netflix, not on YouTube, starting next year. Plus, Netflix is doing the same thing with 16 Spotify pods and 14 iHeartRadio pods. They're promoting them to the living room TV.
YouTube and Netflix, they're the Goliath and Goliath of the media industry right now. And they're fighting, ironically, for the David Chang podcast.
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